See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,526 | $107,934-79.1% | $91,989-75.5% | $152,861-85.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 29.00% | 89.24%-60.2pp | 69.02%-40.0pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,515 | $4,210-40.3% | $3,452-27.1% | $4,762-47.2% |
| Participant deferral / active EE | $5,548 | $6,364-12.8% | $5,923-6.3% | $5,850-5.2% |
| Admin fee / account holder | $96 | $10,520-99.1% | $7,743-98.8% | $11,596-99.2% |